You can automatically invite visitors to chat with you based on pre-defined rules. This not only frees you from manually identifying target visitors and sending invitations but also ensures that no target visitors are missed.
Step by Step Instructions
（1）Log in to your CloudCX control panel.
（2）From the left navigation menu, go to Omni Widget> My Widget > Invitation.
（3）Under the Auto Invitations tab, you click New Auto Invitation.
（4）On the New Auto Invitation page, enter the invitation name and turn on the Enable toggle key.
（5）Choose the invitation style based on your preference.
Note：Web Chat provides two different styles of proactive chat: Bubble and Greeting Message in the Chat Window.
（6）Enter the invitation message.
（7）Set the invitation conditions.
If you select “use logic expression” to set routing rules, please note：
If you have 5 conditions, you can use Expression like (1 or 2 or 3) and (4 and 5). This expression means the rule will be triggered when any of the 1 to 3 conditions is met as well as condition 4 and condition 5 are met. The number here is the condition identifier
The parentheses must come in pairs and be written as half-width.
Or, And are not case sensitive. Space should be added before and after.
The precedence of logical operators in order from highest to lowest is: (), And, Or.
The number used in the expression must exist in the identifier number list.
（8）Based on your requirements, turn on the following options:
Only pop-up once per visit: With this option selected, your invitation window only pops up once during one visit.
Hide invitation on mobile: With this option selected, your invitation window does not appear on mobile websites.
（9）Click Save.